Tim recently appeared as a guest on the Money Tree Investing Podcast discussing the 225th anniversary of the NYSE and how markets and investing have changed over the years.

06-21-2017

Tim Courtney

Oklahoma City

Bloomberg

Tim was interviewed by Bloomberg Radio this morning discussing recent market activity, European equities versus U.S. equities, and where investors can find growth.

06-08-2017

Jared Snider

Oklahoma City

U.S. News & World Report

Reporter Maryalene LaPonsie quoted Jared in her U.S. News & World Report article on how retirees can budget as they transition from receiving biweekly paychecks to monthly income.

06-07-2017

Neil Krishnaswamy

Frisco

MarketWatch

Neil was featured in a MarketWatch article discussing how to manage your finances when your kids go to college.

05-30-2017

Tim Courtney

Oklahoma City

Reuters

Tim was quoted in Reuters discussing recent market activity.
Additionally, this article was picked up and ran in the following publications: FoxBusiness.com, Business Insider and U.S. News and World Report.

05-26-2017

John Burns

Oklahoma City

Financial Planning

John was recently quoted by reporter Michelle Zhou in a Financial Planning article regarding best practices for smooth succession planning.

05-22-2017

Tim Courtney

Oklahoma City

TheStreet

Tim’s thoughts on recent market activity in light of events emerging from the Trump administration were included in an article in TheStreet.

05-12-2017

Michelle Scarver

San Antonio

Financial Planning

Michelle was recently interviewed by Financial Planning providing the best advice for beginning a succession plan.

05-11-2017

Neil Krishnaswamy

Frisco

CNNMoney

Neil was quoted by reporter Kathryn Vasel in a CNNMoney article regarding what first-time homebuyers should keep in mind.

Tim appeared live on Fox Business’ Countdown to the Closing Bell yesterday discussing his current view on the U.S. economy as well as his favorite stock picks.

05-04-2017

Tim Courtney

Oklahoma City

Bloomberg

Tim recently had an interview with Bloomberg Radio Europe. During his interview, Tim commented on the Federal Reserve’s recent decision to leave interest rates unchanged as well as his general outlook on the U.S. economy and markets.

05-03-2017

Jared Snider

Oklahoma City

The Chicago Tribune

Jared was recently quoted in The Chicago Tribune by reporter Debbie Carlson in her recent article about how to buy an investment or rental property.

05-02-2017

Rich Erwin

Frisco

TheStreet

Rich was recently featured in a Q&A in TheStreet discussing smart opportunities to invest in cloud computing.

05-01-2017

Michelle Scarver

San Antonio

Financial Planning

Financial Planning recently published an article about succession planning for RIAs, featuring thoughts from the Netting & Pace team.

04-27-2017

Jared Snider

Oklahoma City

U.S. News and World Report

Jared Snider was recently featured in a U.S. News and World Report article discussing ways people may be overspending without realizing it.

04-27-2017

Tim Courtney

Oklahoma City

U.S. News and World Report

Debbie Carlson quoted Tim in her recent U.S. News & World Report article discussing how a strong U.S. dollar may impact your investment portfolio.

04-20-2017

Tim Courtney

Oklahoma City

Fox Business

Tim recently spoke with FoxBusiness.com reporter Victoria Craig about flows from U.S. equities to European equities.

04-10-2017

Tim Courtney

Oklahoma City

InvestmentNews

Tim’s thoughts about investing in private equity funds were included in a recent InvestmentNews article authored by senior columnist John Waggoner.

Neil’s thoughts were recently included in a U.S. News and World Report article regarding when to take social security benefits.

03-01-2017

Tim Courtney

Oklahoma City

Fox Business

Tim appeared live on Fox Business yesterday, discussing whether investors should enter the market as the Dow surpassed 21,000 for the first time.

02-21-2017

Neil Krishnaswamy

Frisco

USA Today

Neil’s insight was recently featured in a USA Today article regarding tax breaks for homeowners.

02-15-2017

David Yepez

Oklahoma City

The Street

David Yepez was recently featured in a Q&A in TheStreet regarding his thoughts on oil and gas stocks that may benefit under Trump’s administration.

02-13-2017

Tim Courtney

Oklahoma City

Fox Business

Tim appeared live on Fox Business earlier today discussing the market’s reaction to potential tax reform from the new administration.

02-10-2017

David Yepez

Oklahoma City

Investor's Business Daily

David Yepez contributed thoughts on investing in Texas Roadhouse to a recent Investor’s Business Daily article regarding Valentine’s Day stocks.

02-10-2017

Tim Courtney

Oklahoma City

U.S. News and World Report

Tim was recently featured in a U.S. News and World Report article discussing tips for diversifying your portfolio.

02-09-2017

Jean Wilczynski

Old Lyme

U.S. News and World Report

Maryalene LaPonsie included Jean Wilczynski's advice in her recent article discussing "how to save $2,000 by summer." Jean provides tips on how individuals can increase their take-home income.

02-07-2017

Michelle Scarver

San Antonio

U.S. News and World Report

Michelle Scarver’s insight about why investors should set emotions aside when making decisions was included in a recent article in U.S. News & World Report.

01-13-2017

Tim Courtney

Oklahoma City

NPR Marketplace

Tim spoke to NPR Marketplace reporter Marielle Segarra about bank stocks in light of rising rates, and she used his insight in her story.

01-03-2017

Neil Krishnaswamy

Frisco

U.S. News and World Report

U.S. News and World Report article featuring Neil’s thoughts on steps people in different stages of life can take in 2017 to improve their finances.

Neil Krishnaswamy

Frisco

U.S. News & World Report

Neil was recently featured in a U.S. News and World Report article authored by reporter Kira Brecht regarding how to safely spend your nest egg. In the article, Neil discusses tips such as spending less during market downturns and being flexible with asset allocation.

2016

Date

Advisor

Office

Publication

Description

12-29-2016

Tim Courtney

Oklahoma City

Fox Business

Tim appeared on Fox Business, discussing his market outlook for 2017.

12-29-2016

Tim Courtney

Oklahoma City

U.S. News & World Report

Tim was quoted by reporter Lou Carlozo in a U.S. News & World Report article concerning mistakes investors made in 2016. Tim says one of the biggest investor mistakes of the year was chasing yield in utilities, consumer staples, REITs and other high-yield sectors.

12-27-2016

Jean Wilczynski

Old Lyme

U.S. News & World Report

Kira Brecht used Jean Wilczynski’s insight in her recent U.S. News & World Report article on why money is a difficult conversation topic.

12-12-2016

Jared Snider

Oklahoma City

Kiplinger

Jared’s most recent column for Kiplinger has been published regarding how to manage risk when investing for income.

Tim’s insight was recently included in MarketWatch. The article discussed the impact Trump’s victory may have on OPEC’s plans to curb crude production.

11-07-2016

Tim Courtney

Oklahoma City

Bloomberg

Tim was recently quoted in Bloomberg discussing the market volatility expected to occur as a result of this week’s election.

10-26-2016

Neil Krishnaswamy

Frisco

MarketWatch

Neil's bylined article on reverse mortgages also ran on MarketWatch.

10-18-2016

Tim Courtney

Oklahoma City

U.S. News & World Report

Tim was included in an article published this morning by US News & World Report. He’s quoted as discussing his short-term market outlook and the areas he thinks are a sound investment in current market conditions.

10-17-2016

Neil Krishnaswamy

Frisco

Investment News

Neil’s thoughts on financial advice for Asian-Americans were included in this recent article on Investment News.

10-17-2016

John Burns

Oklahoma City

Fox Business

Tim recently appeared on Fox Business discussing overlooked stocks worth considering in this market environment.

10-15-2016

David Yepez

Oklahoma City

TheStreet

David Yepez was recently featured in an article with TheStreet wherein he dicussed his thoughts regarding investment themes and strategies for 2017 and beyond.

10-14-2016

David Yepez

Oklahoma City

TheStreet

David Yepez was featured in an article on TheStreet wherein he discussed where to invest amid OPEC's proposal to cut oil production.

10-14-2016

David Yepez

Oklahoma City

CNBC

David Yepez was recently interviewed by CNBC regarding U.S. earnings season and bank valuations.

10-12-2016

Neil Krishnaswamy

Dallas

Forbes

Neil authored an article for PBS-sponsored news site NextAvenue about reverse mortgages that was also published on Forbes.

10-07-2016

Tim Courtney

Oklahoma City

THe Associated Press

reporter Bernard Condon of The Associated Press included Tim’s insight this week in a financial markets story.

10-04-2016

Jared Snider

Oklahoma City

Kiplinger

Jared Snider is now a contributor to Kiplinger, and the outlet has just published his first column.

09-23-2016

Tim Courtney

Oklahoma City

Wall Street Journal Radio

WSJ Radio recently had Tim on as a guest discussing recent market activity in light of last week’s Fed meeting. In the interview, Tim analyzes bond market activity, commodities, manufacturing levels and future economic events he is keeping an eye on.

Kiplinger reporter Daren Fonda included David’s thoughts in his recent article regarding good buy-and-hold stocks for the next 10 years.

09-15-2016

Tim Courtney

Oklahoma City

Self Publication

In the latest installment of our video series, David, Investment Analyst at Exencial, and Tim, Chief Investment Officer at Exencial, evaluate a Brexit’s impact on the U.S. equity market and global economy. They also discuss recent changes made to the list of stocks in the SELECT strategy as well as the reasoning behind these additions and deletions.

09-07-2016

Tim Courtney

Oklahoma City

Reuters

Reporter Yashaswini Swamynathan of Reuters included Tim’s insight in her recent story about the possibility of a September rate hike.

08-30-2016

Rich Erwin

Frisco

TheStreet

Rich’s most recent contributed article to TheStreet has been published.

08-17-2016

Tim Courtney

Oklahoma City

Grow Magazine

We're in the Second Longest Bull Market in History. Can it Last?

08-15-2016

Rich Erwin

Dallas

TheStreet

TheStreet has published Rich’s second bylined article. This one is about PNC.

08-15-2016

David Yepez

Oklahoma City

U.S. News & World Report

David Yepez’s thoughts regarding his outlook on the energy sector were used in Lou Carlozo’s recent U.S. News & World Report article.

08-12-2016

Tim Courtney

Oklahoma City

MoneyShow.com

Tim was recently featured in an interview with MoneyShow reporter Steven Halpern regarding an alternative approach to private equity investing.

08-11-2016

Neil Krishnaswamy

Frisco

NextAvenue

Neil’s insight was included in a recently published Next Avenue article about where to find retirement income that is protected from inflation.

07-29-2016

John Burns

Oklahoma City

Financial Planning

Michelle Zhou included John’s thoughts regarding best practices for a long-term succession plan in her recent Financial Planning Magazine article

07-28-2016

Tim Courtney

Oklahoma City

Kiplingers

Reporter Elizabeth Leary included Tim’s thoughts regarding the benefits of index funds in her recent article for Kiplinger’s Retirement Report.

07-01-2016

John Burns

Oklahoma City

Financial Advisor Magazine

Financial Advisor Magazine’s 2016 RIA survey and ranking has been published, and Exencial was included.

07-01-2016

Jared Snider

Oklahoma City

CNBC.com

CNBC.com reporter Jessica Dickler included Jared’s insight into how people can become financially independent, in light of July 4.

06-30-2016

Monica Sipes

Dallas

MarketWatch

Reporter Quentin Fottrell included Monica’s thoughts about financial mistakes that can be undone in the aftermath of the Brexit decision in his recent MarketWatch article.

06-24-2016

Neil Krishnaswamy

Frisco

U.S. News and World Report

A U.S. News and World Report article quotes Neil throughout regarding his thoughts on smart 401(k) strategies.

06-23-2016

Tim Courtney

Oklahoma City

Brexit: The Scary Reason You Might Be Jobless This Year

Susie Poppick of Mic.com included Tim’s thoughts about the Brexit’s potential impact on global growth in her recent article.

06-13-2016

Jared Snider

Oklahoma City

U.S. News and World Report

Maryalene LaPonsie of U.S. News & World Report included Jared’s insight in her recent story about saving on child care. Jared shared his thoughts on tax credits, flex schedules and workplace benefits.

06-03-2016

Tim Courtney

Oklahoma City

Fox Business

Tim was featured in a Fox Business article analyzing what economic indicators are showing about the likelihood of a Fed rate hike in light of the recent jobs report released this morning.

06-02-2016

John Burns

Oklahoma City

San Antonio Business Journal

The San Antonio Business Journal mentioned Exencial’s acquisition of Netting & Pace in a recent article about the changing landscape of the local accounting industry.

05-27-2016

Tim Courtney

Oklahoma City

Bloomberg

This version includes Tim’s thoughts regarding whether the economy is heading toward a recession, and how the markets are responding.

05-26-2016

Neil Krishnaswamy

Frisco

Wall Street Journal

Neil was interviewed by Veronica Dagher of The Wall Street Journal for her podcast Watching Your Wealth. He discussed with her how to decide whether to take a lump sum or a pension.

05-26-2016

Tim Courtney

Oklahoma City

Bloomberg

Tim was quoted in a recent Bloomberg article talking about what the markets are hoping to hear from Yellen’s speech later this afternoon.

05-26-2016

Jared Snider

Oklahoma City

CNN Money

Jared Snider was quoted in a recent CNNMoney article about when parents should begin saving for their children’s college education.

05-24-2016

Tim Courtney

Oklahoma City

CNBC

Tim was on CNBC Street Signs this morning. Tim shared his insight on earnings season, the impact of a stronger dollar and the benefits of cheap oil.

05-17-2016

Jared Snider

Oklahoma City

Investor's Business Daily

Jared discussed ways to save for retirement.

05-17-2016

David Yepez

Oklahoma City

U.S. News

David Yepez’s insight was included in a recent story in US News & World Report about gas prices during the summer driving season.

05-16-2016

Tim Courtney

Oklahoma City

The New York Times

Tim shared his thoughts on earning in light of oil prices. The article also ran in the LA Times and the Denver Post.

05-13-2016

Tim Courtney

Oklahoma City

Investor's Business Daily

Tim’s insight was included in a recent story in Investor’s Business Daily. He discussed last week’s market activity and what to look for this coming week.

05-12-2016

David Yepez

Oklahoma City

U.S. News & World Report

David was quoted throughout the article, providing valuable investment insight on CVS, Disney and Facebook.

05-08-2016

Tim Courtney

Oklahoma City

Wall Street Journal

Tim’s thoughts were recently included by reporter Michael Pollock of The Wall Street Journal in his article regarding strategies to protect a portfolio’s value if inflation returns.

04-28-2016

Tim Courtney

Oklahoma City

Fox Business

Tim’s thoughts regarding whether investors should follow the old adage of “sell in May and go away” were included by reporter Victoria Craig in her recent Fox Business article.

04-26-2016

Jean Wilczynski

Old Lyme

Business Insider

Jean was quoted by Business Insider reporter Kathleen Elkins in her recent story regarding money lessons that are not taught in school, but should be.

04-15-2016

John Burns

Oklahoma City

Mergers & Acquisitions

The news of the Exencial acquisition in San Antonio was picked up by Mergers & Acquisitions.

04-13-2016

John Burns

Oklahoma City

Dallas Business Journal

John and Conrad’s interview with Korri Kezar at The Dallas Business Journal, detailing the acquisition news.

04-13-2016

John Burns

Oklahoma City

Accounting Today

News of the acquisition was picked up and ran by Michael Cohn from Accounting Today.

04-12-2016

John Burns

Oklahoma City

San Antonio Business Journal

Kristen Mosbrucker with the San Antonio Business Journal reported on the Exencial acquisition of Netting & Pace in San Antonio.

04-04-2016

Jean Wilczynski

Old Lyme

U.S. News and World Report

Christine Giordano included Jean’s insight regarding smart ways to manage your tax refund in her recent U.S. News and World Report article.

03-30-2016

Rich Erwin

Dallas

Exencial YouTube Channel

SELECT Strategy Fresh Ideas with Rich Erwin and David Yepez

03-16-2016

Tim Courtney

Oklahoma City

CNBC

Tim appeared live on CNBC to discuss why recent economic indicators, such as inflation and wage numbers, do not suggest the Federal Reserve will raise rates in March.

03-14-2016

Neil Krishnaswamy

Frisco

U.S. News and World Report

Kate Stalter of U.S. News and World Report included Neil’s insight in her recent article about when conventional, one-size-fits-all investing advice is not right for you.

03-10-2016

Tim Courtney

Oklahoma City

New York Times

Tim’s insight about recent market activity was featured in a New York Times article.

03-01-2016

Tim Courtney

Oklahoma City

U.S. News and World Report

Tim was quoted by reporter Kira Brecht in her recent article for U.S. News and World Report about ways to prepare for a bear market.

02-29-2016

Jared Snider

Oklahoma City

U.S. News and World Report

Jared’s insight regarding out-of-the-box ways to save for retirement was included by reporter Christine Giordano in her recent U.S. News and World Report article

Reporter Sarah Max of Money Magazine included Tom’s insight regarding ways people can tell how their investments are really doing in her recent Ask the Expert article.

02-19-2016

Neil Krishnaswamy

Frisco

Money Magazine

Neil’s insight was included by reporter Sarah Max in her recent Money Magazine article regarding whether people should ever use cash to buy a home.

02-06-2016

Monica Sipes

Frisco

CNBC

Monica’s insight on Valentine’s Day spending was included by reporter Jessica Dickler in her recent CNBC.com article.

02-05-2016

David Yepez

Oklahoma City

Reuters

David’s insight on investment strategies for Coca-Cola and PepsiCo was included in a recent Reuters article.

02-03-2016

Tim Courtney

Oklahoma City

CNBC

Tim Courtney appeared live on CNBC to discuss why Exencial does not participate in stop-loss investing and to share his market outlook

02-01-2016

Rich Erwin

Frisco

Exencial Wealth Advisors

Rich and David, Senior Analyst and Investment Analyst, explain the current market environment and look forward into the coming months.

01-23-2016

Tim Courtney

Oklahoma City

Forbes

Tim was recently featured in a Q&A that ran on Forbes regarding how to invest and how to advise clients amid market volatility.

01-19-2016

David Yepez

Oklahoma City

The Wall Street Journal

David's insight on the energy sector was recently included in The Wall Street Journal in a story by reporter Biman Mukherji.

01-12-2016

Tim Courtney

Oklahoma City

NextAvenue

Tim authored a bylined article for NextAvenure about why pre-retirees and retirees shouldn't panic about the recent volatility and should still have faith in the markets.

01-12-2016

Tim Courtney

Oklahoma City

Fox Business

Tim’s insight was recently included in a FOX Business article about economic and market activity during President Obama’s tenure.

01-11-2016

Tim Courtney

Oklahoma City

Wall Street Journal

Tim was recently featured in a Wall Street Journal podcast discussing market volatility as a result of the election, regulation on banks and the financial sector, and his expectations for a Fed rate hike.

01-06-2016

Jean Wilczynski

Old Lyme

The Ticker Tape

Jean's insight about paying back student loans was included in The Ticker Tape, a news website and newsletter for investors produced by TD Ameritrade.

01-04-2016

Rich Erwin

Frisco

Rich and David, Senior Analyst and Investment Analyst, explain the current market environment and give insight into the thinking and rationale for recent SELECT strategy management.

2015

Date

Advisor

Office

Publication

Description

12-31-2015

Neil Krishnaswamy

Frisco

Investor's Business Daily

Report Paul Katzeff of Investor's Business Daily included Neil's insight in a recent article about 401(k) New Year resolutions.

12-29-2015

Tim Courtney

Oklahoma City

CNBC

Tim recently appeared on CNBC to discuss market activity, including sectors that are expected to outperform in 2016.

12-29-2015

Tim Courtney

Oklahoma City

CNBC

Tim recently appeared on CNBC to discuss market activity, including sectors that are expected to outperform in 2016

12-28-2015

Tim Courtney

Oklahoma City

Reuters

Tim’s insight was included in a recent Reuters article about market activity resulting from the steep drop in oil prices.

12-28-2015

Neil Krishnaswamy

Frisco

Money

Neil’s insight was included in a recent Money article about methods people can use to boost their retirement savings.

12-17-2015

Neil Krishnaswamy

Frisco

CNNMoney

CNNMoney reporter, Kathryn Vasel, included insight from Neil in her story about how to make and keep financial resolutions in the new year.

12-14-2015

David Yepez

Oklahoma City

Forbes

David's insight was included in a recent Forbes article about where to invest your money in 2016. His commentary included thoughts on interest rates, the possibility of a bear market, and his stock pick of Polaris Industries.

12-14-2015

Tim Courtney

Oklahoma City

Associated Press

Tim’s insight was included in a recent article about oil prices and commodities.

12-10-2015

John Burns

Oklahoma City

Financial Planning

John's insight was included in a recent Financial Planning article about RIAs preparing for 2016.

12-10-2015

John Burns

Oklahoma City

Financial Planning

John's insight was included in a recent Financial Planning article about RIAs preparing for 2016.

12-10-2015

David Yepez

Oklahoma City

Nasdaq

David's insight was included in an article about the energy sector....original article can be found on the Wall Street Journal

12-09-2015

John Burns

Oklahoma City

Financial Planning

John's insight was included in a recent Financial Planning article about cyber attacks picking up steam.

12-08-2015

Jared Snider

Oklahoma City

Investor's Business Daily

Jared insights were included in an article on annuities

11-30-2015

John Burns

Oklahoma City

Financial Planning

John’s insight was included in an article about smart ways to recruit second generation clients.

11-25-2015

Tim Courtney

Oklahoma City

GoBankingRates

Tim’s insight was included in a recent article about most anticipated IPOs of 2016 and what they could mean for investors

11-23-2015

Tim Courtney

Oklahoma City

GoBankingRates

Tim’s insight was included in an article about smart investing rules to follow during the holiday season.

11-20-2015

Tim Courtney

Oklahoma City

Reuters

Tim’s insight about recent market activity was included in Reuters

11-17-2015

David Yepez

Oklahoma City

U.S. Money

David was quoted throughout the article in reference to how gifting a stock can set children up for a lifetime of good investing habits, and specific stocks that make good gifts for children.

11-13-2015

John Burns

Oklahoma City

Financial Planning

John’s insight about Exencial’s recruiting strategy.

11-12-2015

Tim Courtney

Oklahoma City

CNN Money

CNNMoney reporter Matt Egan turned to Tim for his insight on the demand for gold.

11-09-2015

Tim Courtney

Oklahoma City

Reuters

Tim’s insight in regards to big mutual fund bets in light of the Valeant meltdown.

10-28-2015

Jean Wilczynski

Old Lyme

CNNMoney

Reporter Kathryn Vasel of CNNMoney included Jean's insight in an article that ran today. The article discusses how to save $1,000 by adjusting a monthly budget.

10-23-2015

Tim Courtney

Oklahoma City

Reuters

Tim’s insight was included in a Reuters article about recent market activity by reporter Abhiram Nandakumar.

10-06-2015

Jean Wilczynski

Old Lyme

U.S. News & World Report

Jean's insight was included in a recent U.S. News & World Report story about investing tips for people in their 30s and 40s.

10-01-2015

Neil Krishnaswamy

Frisco

CNNMoney

CNNMoney turned to Neil for his insight on bad money habits and saving.

09-30-2015

Tim Courtney

Oklahoma City

New York Times

The Associated Press included Tim's insight in their recent article about stock market activity.

09-19-2015

Neil Krishnaswamy

Frisco

The Washington Post

Neil’s insight on saving for retirement later in life was featured in The Washington Post.

09-16-2015

Neil Krishnaswamy

Frisco

CNBC

Neil’s comments on relocation and the hidden costs associated with retirement

09-15-2015

Tim Courtney

Oklahoma City

Wall Street Journal

The Wall Street Journal turned to Tim for his insight on China

09-11-2015

David Yepez

Oklahoma City

CNN Money

CNNMoney turned to David Yepez for his thoughts on Disney’s stock buybacks during recent market

09-03-2015

Tim Courtney

Oklahoma City

CNBC

Tim appeared on CNBC to discuss the causes behind the recent market volatility.

09-01-2015

Tim Courtney

Oklahoma City

Fox Business

Tim appeared on Fox Business this morning to discuss recent market volatility.

08-06-2015

Jared Snider

Oklahoma City

CNN Money

Jared shared his insights for millennials looking to improve their financial health

07-31-2015

David Yepez

Oklahoma City

Kiplinger

David Yepez's comments recently appeared in a Kiplinger's article.

07-28-2015

Tim Courtney

Oklahoma City

Reuters

Tim's insight on the markets was included in Reuters today.

07-09-2015

Neil Krishnaswamy

Frisco

US News &World Reports

Neil offered insight on Medicare enrollment and how to maximize coverage.

06-10-2015

Neil Krishnaswamy

Frisco

The Street

The Street turned to Neil for his insight on retiring with debt.

06-03-2015

Rich Erwin

Frisco

U.S. News & World Report

U.S. News & World Report featured insight from both Rich and David about investments that make a difference.

06-02-2015

Tim Courtney

Oklahoma City

MarketWatch

MarketWatch turned to Tim today for his insight on the treasury market.

05-27-2015

John Burns

Oklahoma City

CNBC

Jerry and John were featured in a recent story discussing how Exencial actively recruits advisors with nontraditional backgrounds.

05-04-2015

Tim Courtney

Oklahoma City

USA Today

Tim gave his insight on the old trading adage “Sell in May and Go Away.

04-28-2015

Jean Wilczynski

Old Lyme

US News &World Reports

Jean discusses the 5 mistakes that could mess up retirement.

04-16-2015

Jean Wilczynski

Old Lyme

MarketWatch

Jean shared her expert insight with MarketWatch on the topic of financial considerations when making a mid-life career change.

04-10-2015

Jean Wilczynski

Old Lyme

U.S. News & World Report

U.S. New & World Report turned to Jean for input on how Boomers can successfully transition into a second career.

04-07-2015

Jean Wilczynski

Old Lyme

CNBC

Jean’s insight was featured in an article on millennials’ savings habits.

03-27-2015

Jared Snider

Oklahoma City

Main Street

Jared gave his thoughts on the impact of 401(k) fees

03-24-2015

John Burns

Oklahoma City

CNBC

Tim’s insight was included in a CNBC.com article today. He offered thoughts on current market movements.

03-22-2015

Tim Courtney

Oklahoma City

Investment News

Tim Courtney’s insight was included in a recent InvestmentNews story about bond funds.

03-19-2015

Tim Courtney

Oklahoma City

Bloomberg Business

Tim’s insight was included in a recent article in Bloomberg discussing the equity markets.

03-13-2015

Tim Courtney

Oklahoma City

Fox Business

Tim Courtney appeared on Fox Business yesterday to discuss his market outlook and where he’s finding value for clients.

03-06-2015

Neil Krishnaswamy

Frisco

US News &World Reports

Neil’s insight was included in a recent article about maximizing Social Security using spousal benefits.

03-04-2015

Neil Krishnaswamy

Frisco

Market Watch

MarketWatch reporter Quentin Fottrell turned to Neil for insight on financial errors made by the different generations.

02-24-2015

Jean Wilczynski

Old Lyme

Fox Business

Jean Wilczynski’s insight was included in a recent article about the most common investing mistakes and how to avoid them.

02-11-2015

Tim Courtney

Oklahoma City

Fox Business

Tim appeared on Fox Business yesterday to discuss his market and economic outlook on the recent volatility in the oil market.

02-08-2015

Tim Courtney

Oklahoma City

Wall Street Journal

Tim's insights appeared in an article that talks about some financial scenario's where the hands on way might make more sense

01-30-2015

Jared Snider

Oklahoma City

DailyFinance

Jared’s insight was included in a DailyFinance article about how to evaluate a 401(k) plan and its fees.

01-21-2015

Neil Krishnaswamy

Frisco

NextAvenue

We wanted to let you know that Neil’s insight was included in a NextAvenue article about how the president’s State of the Union proposals will impact Boomers.

01-02-2015

Tim Courtney

Oklahoma City

USA Today

Tim's insight was included in a USA Today story about the 4 percent withdrawal rate.

01-02-2015

Tim Courtney

Oklahoma City

CNBC

Tim's insights were included in an article about how life changes have a big impact on your financial future.

2014

Date

Advisor

Office

Publication

Description

11-26-2014

John Burns

Oklahoma City

LifeHealthPRO

6 Steps to becoming a billion-dollar RIA firm

11-09-2014

John Burns

Oklahoma City

RIA Biz

A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs

11-06-2014

Tim Courtney

Oklahoma City

Wall Street Journal Radio

Tim was interviewed by The Wall Street Journal Radio and discussed his investment outlook and recent market activity.

11-05-2014

Tim Courtney

Oklahoma City

Reuters

Retirement Withdrawal Strategies That Can Pay Off Big

11-05-2014

Tim Courtney

Oklahoma City

Money Magazine

Retirement Withdrawal Strategies That Can Pay Off Big

10-21-2014

Tim Courtney

Oklahoma City

Fox Business

Tim appeared on Fox Business yesterday to share his outlook on the markets, and in particularly, international value.

John appeared on KFOR to discuss the few new disclosure rules for 401(k)s. During his appearance, John explained the importance of owning low cost fund options.

08-14-2012

Tim Courtney

Oklahoma City

CNBC

Tim Courtney returned as a guest on CNBC Closing Bell. During this appearance Tim explained the importance of controlling investment costs by selecting low expense and low turnover funds.

08-01-2012

Tom McGuigan

Old Lyme

benefitspro

Retirement industry wants end to political stalemate

05-28-2012

Tom McGuigan

Old Lyme

The Commercial Record

Tax Uncertainty is a Certainty in 2012

05-15-2012

Tim Courtney

Oklahoma City

FOX Business

How to Choose Mutual Funds Like a Professional

05-12-2012

Tom McGuigan

Old Lyme

The Wall Street Journal

Plan for Parents' Future

05-09-2012

John Burns

Oklahoma City

RIA Biz

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice

05-01-2012

Tim Courtney

Oklahoma City

Financial Planning

Real Estate's Rehabilitation

04-06-2012

Tim Courtney

Oklahoma City

The Wall Street Journal

Inspect the Fees in Your 401(k)

04-05-2012

Tom McGuigan

Old Lyme

benefitspro

'Safe' investments still risky

03-05-2012

Tom McGuigan

Old Lyme

theday.com

As stocks climb, local analysts say run will continue

02-02-2012

Tim Courtney

Oklahoma City

U.S. News

US stocks flat ahead of unemployment report

01-09-2012

John Burns

Oklahoma City

Financial Planning

10 M&A Deals that Shaped RIAs in 2011

2011

Date

Advisor

Office

Publication

Description

12-28-2011

Tim Courtney

Oklahoma City

CNBC

Tim Courtney, Chief investment Officer of Burns Advisory Group, returned as a guest on CNBC's Closing Bell. During the appearance, he touched on the prospect of a solution to Europe’s recent woes, record U.S. company earnings, undervalued international real estate, the strength of small cap value stocks following tough periods and gold's questionable worth.

12-14-2011

Tim Courtney

Oklahoma City

Market Watch

Year-end tax tips to maximize your money

12-08-2011

Tim Courtney

Oklahoma City

The New York Times

Markets End Lower Ahead of European Summit

11-26-2011

Tim Courtney

Oklahoma City

NewsOK.com

Shareholders Have

11-21-2011

Tim Courtney

Oklahoma City

Market Watch

U.S. stocks decline sharply on debt worries

11-16-2011

Tim Courtney

Oklahoma City

The Wall Street Journal

Morningstar's New Planet

10-09-2011

John Burns

Oklahoma City

Bloomberg

Savers Stick With Roth IRAs Instead of Do-Overs to Cut Tax Bill

10-01-2011

John Burns

Oklahoma City

Financial Planning

Merger Minded

10-01-2011

John Burns

Oklahoma City

NewsOK

Investors looking for shelter in the storm

09-30-2011

John Burns

Oklahoma City

NewsOK

Burns Advisory Group merging with Dallas investment firm

09-22-2011

Tom McGuigan

Old Lyme

theday.com

McGuigan: A Summer of Learning

09-04-2011

Tom McGuigan

Old Lyme

WTNH

Tom McGuigan from the Connecticut office of Burns Advisory Group appeared on WTNH News 8. In a discussion with Erin Cox, Tom noted the importance of planning ahead of time for storms, whether they be caused by hurricanes or stock market volatility.

08-23-2011

Tim Courtney

Oklahoma City

The Street

'Middle' May Help Investors Driven to the Edge

08-12-2011

Tim Courtney

Oklahoma City

NewsOK

Tim Courtney, Chief Investment Officer of Burns Advisory Group, participated in a live interview with Angi Bruss from NewsOK.com and The Oklahoman.

08-12-2011

Tim Courtney

Oklahoma City

NewsOK.com

Downgrade by S&P puts United States at a crossroad

08-10-2011

Tom McGuigan

Old Lyme

theday.com

It's a good time to buy, many analysts agree

08-09-2011

Tom McGuigan

Old Lyme

Financial Planning

Staring Down the Eye of the Post-Downgrade Storm

08-05-2011

Tim Courtney

Oklahoma City

CNBC

Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Squawk Box to address the recent stock market turmoil and share his expectations for investors.

08-05-2011

Tom McGuigan

Old Lyme

theday.com

Local analysts say clients are maintaining their perspective

08-04-2011

Tim Courtney

Oklahoma City

Reuters

Advisers steer clients to safer havens in stormy market

07-08-2011

Tim Courtney

Oklahoma City

Bankrate.com

Shifting to stocks can boost retirement

07-06-2011

Tim Courtney

Oklahoma City

CNBC

Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Power Lunch. During the appearance Tim made a convincing case for equity investments by pointing to historic strong earnings.

05-19-2011

John Burns

Oklahoma City

The Journal Record

Burns: A tax on growth

04-28-2011

Tim Courtney

Oklahoma City

CNBC

Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Thrifty Thursday Value Picks. During the appearance Tim gave points regarding the reasonable valuations of stocks relative to bonds and commodities.

04-28-2011

Tim Courtney

Oklahoma City

CNBC

Stock vs Commodities - Pros Pick the Better Investment

03-25-2011

Tim Courtney

Oklahoma City

CNBC

For Investors, Missing Rallies, Not Taking Losses the Biggest Fear

03-21-2011

Tim Courtney

Oklahoma City

The Journal Record

Burns: Tax Relief

03-18-2011

Tim Courtney

Oklahoma City

Market Watch

US Stocks Gain On Libya, Yen Reports; Banks Up

03-15-2011

Tim Courtney

Oklahoma City

CNNMoney.com

The panic has begun. What now?

03-10-2011

John Burns

Oklahoma City

CNBC

John Burns, founder of Burns Advisory Group, was a guest speaker on CNBC. During the appearance he discussed the historical superior performance of funds with low expenses.

03-09-2011

Tom McGuigan

Old Lyme

RIA Biz

Hellish memories: Advisors recall rock bottom

02-17-2011

Tim Courtney

Oklahoma City

CNBC

Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Closing Bell. During the appearance, Tim offered strong fundamental support for continuing to remain invested in stocks. He pointed out that earnings are on track to clear previous records and stocks are priced attractively relative to other asset classes.